Welcome to a new era in the delivery of financial services.
When a group of leading financial advisors came together, we all shared the same vision to create a company that genuinely cares about its clients and is passionate about helping them acheive their financial goals.
While some see insurance, investments and mortgages as what we do, our real job is working for you when the chips are down. These can be stressful times and this is when we excel.
Currently we are striving to ensure that our existing clients and New Zealanders as a whole are getting the best value from their insurances, their mortgages and their invetments. Times are tough out there, and chances are that they are set to get tougher. Legislative changes due later this year will more than likely mean insurance premium increases. Here at Planwise, we are offering everybody a complimentry review of their insurances, to ensure that your cover is tailor made to suit your current lifestyle and future financial goals and to help you avoid future premium increases.
Call us to day, we stand by our promise to provide you a level of stress free service that is second to none within the Financial Services Industry.